Version 18.4 is considered to be a major release.  It contains not only numerous bug fixes and maintenance items, but we also introduced the concept of Conversions.

Conversions

How well are your technicians performing? With the Conversions module, you can now track their effectiveness in turning service calls into revenue-generating opportunities.

This update addresses a longstanding gap in our software, enhancing your ability to monitor how technicians convert No Cool/No Heat calls into sales beyond the diagnostic fee or trip charge. While some tracking was previously available, this update delivers a more comprehensive and accurate reporting system to measure technician performance.

The Conversions module is primarily a reporting enhancement, supplemented with key configuration options that allow HVAC companies to monitor and analyze technician success rates more effectively. Additionally, we’ve resolved various reporting and KPI management limitations to provide a clearer picture of overall performance.

What’s Included in the Update:

• Concept of a Business Unit
• Establish Relationship between Business Unit and Work Type
• New Work Type Setting - Include in Service Call Conversion Rate
• Customize KPI values
  • Average Service Ticket
  • Average Maintenance Ticket
• Customize Conversion Rates
  • Service Call Closing Rate
  • Equipment Sales Closing Rate
  • Service Agreement Closing Rate
• Company Dashboard
  • Color Coding based on Custom KPI Values
  • Color Coding based on Custom Conversion Rates
  • Drill Down Reports to show calculations and allow overrides
• Reconciliation Report
  • Added ability to override Conversions
• My Dashboard - New Reports
  • Service Call Conversion Rate
  • Service Call Conversion Rate per Tech
  • Service Agreement Closing Rate
  • Service Agreement Closing Rate per Tech
  • Equipment Sales Conversion Rate
  • Equipment Sales Conversion Rate per Tech

Bugs Fixed

• App - Customer page - unable to locate a new service location
• App - Random Issue on invoice - preferred price is sometimes blank when searching for repair task
• App - Random crash when trying to view proposal
• App - Random situation where proposal could not be sync'd to the Command Center
• App - Random payment sync issue
• App - Fixed alignment of Edit/Pencil icons
• App - Repair List - display like Phone App - visual display and navigation
• App - Customer List Sync - visibility to which Locations and specific data needs to be fixed
• App - Addressed issues with Open Service Call display
• App - Fixed issue to allow changing of the Diagnostic Fee on an Invoice
• App - Preventing the app from being downloaded to wrong device (ex phone app on tablet)
• App - Random crash when editing invoice numbers
• App - Send Text - fixed to new display standard
• App - Android - Customer list page search button issue
• Command Center - Unexpected display changes after proposal acceptance
• Command Center - Random issue - duplicate invoice created when creating new service call
• Command Center - Auto Product Replacement redesign of display
• Command Center - Random 2 way text error
• QB/Command Center - Random issue where QB was inactivating Customers inside P3
• Templates - added sort by "Last Updated" and "Date Created"
• Invoice Report - Lead Source of "Auto Tune Up" not appearing
• Payment Report - Random issue where sometimes the Payment amount was not displaying
• Automation Report - Arrange zip code in numerical order
• Service Agreement Log Report - fixed event display issue

Maintenance

• Improved File Upload Capability in the App
• Dispatch Calendar - Open Call List - 3 dot menu - added option to directly close an open call
• My Dashboard - Create Multiple Report Dashboards
• My Dashboard - Revenue Report - Custom Date Option
• My Dashboard - New Report Widget - Revenue Comparison
• My Dashboard - New Report Widget - Customers Serviced in Past 2 Years
• Customer Record - Add Service Call Type column to Invoice Table
• Customer Record - Add Email Sent column to Invoice Table
• Customer Record - Open Service Calls Table - sort on Schedule Date
• Customer Search by phone number without dashes
• Report - Customer Contact Info
• To Do List - Display admins and technicians assigned to the same task